As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios.
The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings.
Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage opportunities across her active exchange-traded funds (ETFs).
Here are three popular names she has unloaded this month.
Semiconductor powerhouse Advanced Micro Devices emerged as ARK Invest’s largest overall reduction during mid-July 2026.
During the week ended July 17, ARK offloaded roughly $39.2 million worth of AMD shares across its fund lineup, including a single-day selloff of 23,573 shares ($11.8 million) on July 17 alone.
Wood continued trimming the position on July 20, selling an additional 8,129 shares valued at over $4 million.
While AMD stock remains a critical beneficiary of the artificial intelligence hardware buildout, Wood’s aggressive profit-taking highlights a deliberate shift away from legacy chipmakers following their multi-quarter run.
Retail brokerage favorite Robinhood Markets also faced steady selling pressure from ARK Invest as July progressed.
The trading app operator, which has benefited immensely from surging retail crypto and options activity, was trimmed across ARK’s Fintech Innovation ETF (ARKF) and Next Generation Internet ETF (ARKW).
On July 20, ARK sold 41,322 shares of HOOD valued at roughly $4.13 million.
The ongoing reduction marks a calculated retreat from consumer-facing brokerages, allowing Wood to capture gains following Robinhood’s stock appreciation while maintaining strict concentration limits across her fintech holdings.
E-commerce platform Shopify experienced one of the single largest sell orders across Wood’s fund suite this month.
On July 20, ARK Invest sold 203,352 shares of Shopify across its flagship ARK Innovation ETF (ARKK), ARKW, and ARKF, amounting to an eye-popping $25.1 million in a single trading session.
Although Shopify remains an innovation titan in digital retail software, Wood routinely scales back position sizes after extended share price expansions.
The massive mid-July trade underscores a disciplined rebalancing routine, unlocking liquid capital from a mature core holding.
The unified thesis behind Cathie Wood’s decision to trim AMD, Robinhood, and Shopify centers on valuation discipline and strategic capital reallocation.
Following substantial price run-ups, these mega-cap and mid-cap tech favorites reached elevated valuation multiples, triggering ARK’s automated portfolio rebalancing thresholds.
Instead of sitting in cash, Wood is funneling these proceeds into assets she believes offer asymmetric upside – most notably expanding allocations in billionaire Elon Musk’s aerospace and AI titan SpaceX, clean baseload developer X-Energy, and mega-cap giant Meta Platforms.
Note that Wood expects SpaceX to eventually become the most important company in the whole wide world.
It could have a more muted effect on the U.S. stock market than the headline would indicate. The tariffs were widely expected and for several countries the existing tariff possibilities will remain largely unchanged. The European Union also reported that the measures do not exceed the previously agreed tariff ceilings. This reduces the immediate trade shock risks.
But the impact will be more significant depending on the way businesses cope with the increased import prices. Companies with a high dependence on imported components may be under pressure for margins. Some companies may pass these costs to consumers. This would raise inflation risks and make it more problematic for the Federal Reserve to consider easy monetary policy.
Therefore, tariffs would likely affect the stock market primarily through their impact on inflation expectations and corporate earnings but not due to an immediate decline in trade. Investors will also be looking for retaliation from key trading partners. A more muted reaction would add less pressure to the market, but a bigger trade dispute would add more volatility and weaken risk appetite.
Oil Prices and Treasury Yields Pressure U.S. Stocks The biggest short term threat to Wall Street is the surging oil prices. Brent crude closed above $98 per barrel and WTI oil has broken the $90. The escalation in the Middle East conflict has led to concerns about the availability of energy worldwide. When oil prices increase, the transportation and production costs across the economy increase and may lead to higher rate of inflation.
The 10-year US Treasury yields have moved to the highest levels since early 2025. The higher yields increase the borrowing costs and reduce the relative appeal of expensive stocks. This pressure is especially high for firms that rely significantly on their future earnings growth.
The corporate earnings also did not offer much support. Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA) dropped as investors paid attention to spending plans and negative free cash flows. The chart below shows that the free cash flows of Alphabet and Tesla have decreased by 15.79% and 27.57% over the past year.
S&P 500 Forecast: Oil and Yield Risks Pressure the Index S&P 500 Outlook Weakens as Technology Stocks Slide The S&P 500 dropped last week to mark a low at 7,376 and recovered to close the week at 7,412. This drop was due to the weakness across several sectors. Some of the biggest losses were seen in communication services and consumer discretionary stocks following steep drops by Alphabet and Tesla. This creates a more difficult environment for the index as these big technology and growth stocks play a major role in the index’s trend.
The S&P 500 also faces some pressure from the elevated oil prices and higher Treasury yields. New tariffs also could contribute to inflation if businesses charge consumers more for imported items. If oil and the yields start to correct, then sentiment could improve. But if inflationary pressures persist, then the S&P 500 could be vulnerable to further short term weakness.
S&P 500 Eyes 8,000 Above 7,620 The S&P 500 has been consolidating between 7,200 and 7,600 since June 2026. This consolidation has formed a triangle pattern above the long term support zone of the 7,000 level. This triangle pattern suggests that a break above 7,620 will open the door for strong rally towards 8,000.
The 8,000 level target is defined by the ascending broadening wedge pattern that has stretched from July 2025. As long as the index remains above 7,000, the possibility of an upward surge is likely. But a break below 7,000 will push the index towards the next support of 6,200.
Palantir Technologies (PLTR -0.30%) has been a cornerstone of the artificial intelligence (AI) trade for several years. Its stock price, despite dropping 30% year to date, has increased 1,800% since January 2023.
In a recent interview, Gil Luria, head of technology research at D.A. Davidson, told Schwab Network, "Palantir may be the best company in the world. It's at least the best software company." He also explained that, while the stock remains expensive, the valuation is more attractive today than it has been in the past.
Earlier this month, Luria raised his target price to $175 per share. That implies 42% upside from the current share price of $123. However, most Wall Street analysts expect even larger gains. Palantir has a median target price of $200 per share, implying 62% upside.
Image source: Getty Images.
Palantir's unique software architecture gives the company an edge Palantir develops analytics platforms that integrate data and apply artificial intelligence to help customers make better decisions. The company has differentiated itself with a unique software architecture. While most analytics tools focus on charts and tables, Palantir built its platforms around a decision-making framework called an ontology.
Think of the ontology as a digital twin. It connects data to real-world assets and processes, creating a single source of truth for an entire organization. By structuring information in a manner conducive to artificial intelligence, Palantir's ontology makes it easy for customers to surface insights and automate workflows.
Additionally, Palantir's Artificial Intelligence Platform (AIP) is an agnostic large language model orchestration tool, meaning customers can apply any AI model to the ontology data. That distinguishes Palantir from companies like Anthropic and OpenAI, whose products center on proprietary models rather than agnostic orchestration.
Luria says the market needs agnostic products, citing a recent U.S. government directive that forced Anthropic to temporarily suspend access to its Fable model. "So now companies know we need somebody like Palantir, where if something like that happens, they can swap in an OpenAI model or even an open-source model," he told Schwab Network.
Luria went on to say Palantir has always been a major player in the AI platforms market, but its role in that market is becoming even more important as the number of available models increases. "Most companies are in the very initial stages of trying everything to see what catches. But Palantir customers are using AI already to deliver results," he said.
Palantir has received praise from several independent research firms. Dresner Advisory Services has ranked the company as a leader in three market studies: artificial intelligence, data science, and machine learning; model operations; and agentic AI. Likewise, Forrester Research has recognized Palantir as a leader in AI decisioning platforms.
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Palantir's impressive growth trajectory makes its rich valuation tolerable Palantir reported impressive financial results in the first quarter. Revenue increased 85% to $1.6 billion, the 11th consecutive acceleration, and non-GAAP (generally accepted accounting principles) earnings increased 153% to $0.33 per diluted share. The company also raised full-year guidance, now anticipating 71% revenue growth in 2026, up from 56% in 2025.
"Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale," CEO Alex Karp told analysts on the earning call. "We are in a category of our own."
Looking ahead, Wall Street expects Palantir's earnings to grow at 56% annually through 2027. In that context, Palantir's current valuation of 128 times earnings is not cheap, but it is tolerable, especially given that the company has topped the consensus earnings estimate by an average of 15% over the last six quarters.
Luria's assertion that Palantir might be the best company in the world is rather bold. I'm not sure I'd go that far. Regardless, patient investors should consider buying a small position in the stock today.
SummaryLockheed Martin delivered accelerating organic growth, a record backlog, and raised guidance, supporting my buy rating after an 8.7% stock outperformance.LMT's Q2 results featured 7% underlying sales growth, strong free cash flow recovery, and a $230 billion backlog, but margin expansion remains limited.Missiles & Fire Control is the core growth engine, with new multi-year contracts enhancing volume and profit retention, while execution risks persist in scaling production.I downgrade LMT from strong buy to buy as upside moderates; the price target is $643.33 in the base case, with share repurchases likely resuming post-Ultra Maritime acquisition.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Photofex-AT/iStock Editorial via Getty Images
Lockheed Martin (LMT) delivered a strong quarter and raised its guidance, supporting my strong buy rating issued in June (Note: My prior report erroneously identified Lockheed Martin as a buy, contradicting the strong buy
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
[url="]Robbins LLP[/url] informs investors that a securities class action has been filed on behalf of all persons and entities that purchased or otherwise acqui
Sui [SUI] faced a 5% price drawdown in the past 24 hours, with a 9.6% uptick in daily trading volume. This was worrisome as it suggested a short-term increase in selling pressure.
The rest of the crypto market has faced losses over the past day, too. Bitcoin [BTC] and Ethereum [ETH] were down 1.05% and 1.14%, respectively. Compared to these market leaders, Sui was underperforming in the short-term.
Why the Sui downturn is surprising Coinbase announced that SUI can be staked directly on the exchange. Staking rewards would directly accumulate to the user’s account. It offered an easy, effortless way of earning rewards.
Source: Ted on X Trader Ted noted that the bullish catalyst could help the altcoin break past the descending trendline resistance in place since early June. The token has defended the $0.66 support zone well so far.
Some more consolidation followed by a bullish breakout was a viable scenario, the trader wrote.
Source: SUI/USDT on TradingView The swing low at $0.65, made in June, marked the swing structure’s low. The RSI on the 1-day timeframe recently climbed above neutral 50, but the losses of the past three days sent the momentum indicator tumbling once more.
The OBV was in a downtrend, although the selling pressure has eased in July.
A pullback, in the form of a rally toward $1.12-$1.25, the Fibonacci golden pocket, was technically possible. However, it was far from playing out in reality.
Traders’ call to action- Wait Source: SUI/USDT on TradingView In July, SUI has been trading within the $0.70-$0.77 range. Traders can look to trade the token within this range. The RSI on the 4-hour chart was in oversold territory as the token approached the range lows.
While this can be a buying opportunity, a breakout past the $0.82 local resistance zone would be a stronger buy signal for swing traders. Similarly, a breakdown below $0.65 would signal that the next impulse bearish price move was imminent.
Final Summary The Coinbase staking news has served as a sell-the-news type event. The short-term range between $0.70-$0.77 might provide trading opportunities, but the $0.82 supply zone is also one to keep an eye on.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Here's the latest from the Core Team amid the struggles of the project's native token.
Pi Network’s team announced earlier today that it has completed the distribution of its second testnet token, called Slice, through the Pi Launchpad.
The statement also outlined how users (known as Pioneers) can take advantage of and explore its functionalities.
SLICE Distributed Recall that the initiatives around testnet tokens began on PiDay 2026 (March 14), and nearly 480,000 users took part in the Launchpad testing. According to the team, they generated “valuable feedback on the Launchpad mechanism,” which was incorporated into a simpler participation flow, updated mechanics, and an improved user experience.
To build on top of the initial progress, Pi Network launched a second testnet token called Slice in June. Testing began on June 12 and remained open until June 28 (Pi2Day). Although it has been almost a month since then, the team remained quiet on the SLICE front until earlier this morning.
In a post on X, they announced the successful distribution of the testnet token and urged users to explore the “post-launch experience and see how liquidity pools work through the new price tracking feature.” They explained that the Launchpad app in the Pi Browser shows individual allocation details, the launch and effective token prices, access to the SLICE liquidity pool, and a chart tracking changes in the asset’s price relative to test-Pi (the other testnet token).
PI’s Weird Price Moves The official native token of the project has been quite volatile lately, mostly heading downhill. It plunged to a new all-time low of $0.07 a couple of weeks ago after it lost the coveted $0.10 support. After a few unsuccessful breakout attempts, it finally rocketed by 20% daily last Sunday and challenged the same level but from the downside.
However, the resistance now was too strong, and PI failed in its tracks. Another major leg down came yesterday when it plummeted by over 10% to $0.082 after some warning signs hinted at an upcoming rejection.
Meanwhile, some users have complained online that they have detected strange activity in their Pi Wallets, including missing tokens and countless failed transactions to unknown addresses.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
According to EmberCN’s monitoring, the Worldcoin Foundation sold 217 million WLD tokens to institutions including Pantera Capital roughly 8 hours ago, securing approximately $52.5 million in funding. The Worldcoin Foundation had not previously disclosed the specific sale price, but following the announcement, the team wallet transferred around 217.4 million WLD tokens to multiple addresses. Calculated based on the token volume and financing amount, the sale price came to roughly $0.24 per token, a roughly 36% discount to WLD’s current market price. The sold WLD tokens are subject to a 1-year lock-up period, with institutional investors gaining trading eligibility once the lock-up period expires.
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Shenzhen announces multiple cases of illegal self-media accounts related to virtual currency, which were shut down for inducing participation in illegal financial activities.
The People's Bank of China Shenzhen Branch, Shenzhen Securities Regulatory Bureau, Shenzhen Internet Information Office, and Shenzhen Local Financial Regulatory Bureau recently jointly launched a special rectification campaign on online information in the financial sector, and announced a number of typical cases of illegal self-media accounts involving virtual currency and illegal stock recommendation. Multiple accounts were dealt with for illegally publishing virtual currency-related marketing and promotional information, including accounts such as "USDT Merchant Exchange Group", "Gather to Play Virtual Currency", "Search Bitcoin", "WePay Quick Exchange", and "Zhonglian Laojiu". These accounts are suspected of promoting virtual currency services to domestic users and inducing the public to participate in illegal financial activities related to virtual currency. Authorities stated that in accordance with policy requirements such as the "Notice on Further Preventing and Dealing with Risks Related to Virtual Currency and Other Issues", the above-mentioned illegal accounts have been permanently closed by platforms in accordance with laws and regulations and relevant agreements. Shenzhen authorities said they will continue to strengthen the governance of online financial information, crack down on illegal and irregular activities such as virtual currency speculation and illegal stock recommendation, and maintain the order of the financial market.
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U.S. Ethereum ETFs end five consecutive days of net inflows, but remain in net inflows for the third straight week.
U.S. spot Ethereum ETFs posted a net outflow of $70.7 million yesterday, ending their prior five consecutive trading days of inflows. Between July 17 and 24, Ethereum ETFs saw a cumulative net inflow of $211.25 million. Despite Friday’s negative flow, Ethereum ETFs still notched a weekly net inflow of $103.9 million by week’s end, marking their third straight week of inflows. Since July, Ethereum ETFs have accumulated a net inflow of $337.74 million. Bitcoin ETFs also experienced outflows: U.S. spot Bitcoin ETFs had a net outflow of $240.08 million on Friday, ending a seven-day inflow streak that began on Thursday. Even so, Bitcoin ETFs recorded a weekly net inflow of $103.9 million, with a cumulative net inflow of $233.96 million since July, marking their third consecutive week of inflows. BTC is currently trading around $64,000, while ETH stands at approximately $1,854, below this week’s high of $1,954.
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MORPHO surged more than 13% in a short period before pulling back, with its current market capitalization standing at $1.172 billion.
Likely driven by news that Upbit will list the MORPHO/KRW trading pair, MORPHO surged over 13% in a short time before pulling back, currently trading at $2.024 with a market cap of $1.172 billion.
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Upbit will list the MORPHO/KRW trading pair, with trading opening at 18:00 on July 25.
Crypto trading platform Upbit announced that it will list MORPHO (Morpho) on its South Korean won (KRW) market at 18:00 on July 25, with support for the Ethereum network. The platform stated that after MORPHO trading goes live, buy orders will be restricted within approximately 5 minutes; for roughly 2 hours following the listing, all order types except limit orders will be restricted.
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Crypto industry losses reached approximately $1.32 billion in the first half of 2026, with access control vulnerabilities emerging as the largest source of attacks.
According to Onchain Lens statistics, the crypto industry recorded 224 publicly disclosed security incidents in the first half of 2026, with cumulative losses totaling approximately $1.32 billion. Among these, "access control vulnerabilities" caused the largest losses, as multiple large-scale attacks originated from compromised permission management or breached private key/admin privileges. The affected projects include: Kelp DAO ($292 million in losses), Drift Protocol ($280 million), Humanity Protocol ($31 million), Step Finance ($30 million), Truebit ($26.5 million), Resolv Labs ($25 million), AFX ($24.15 million), and BonkDAO ($21 million). Additionally, phishing and social engineering attacks resulted in around $282 million in losses; oracle-related attacks impacted Ostium ($24 million), Blend Protocol ($10.86 million), and Bonzo ($9 million). Data shows that a small number of large-scale attacks accounted for the majority of total losses. Permission management, user security education, and oracle risks remain key areas for the crypto industry’s security protection in 2026.
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Trump is anxious over the Iran war, as the conflict enters its fifth month with no signs of ending.
U.S. President Donald Trump is growing increasingly dissatisfied with the escalating Iran conflict. The conflict, originally expected to end within weeks, has entered its fifth month. Ongoing military operations have driven up energy prices and could impact the Republican Party’s performance in the November midterm elections. Sources say Trump is frustrated with the conflict’s progress and is seeking to exert greater pressure on Iran. Since the collapse of the ceasefire agreement, U.S. forces have carried out continuous strikes against Iran, with operations now in their 13th consecutive day, leaving 18 U.S. service members dead. Trump stated that the U.S. is "fully prepared" but remains in communication with Iran, adding that Iran is becoming "increasingly serious." However, analysts note Trump faces multiple challenges: a troop withdrawal would trigger political pressure, escalating operations could expand risks, and previous negotiations failed to reach a long-term peace agreement. The escalating conflict has roiled global energy markets, with Brent crude oil prices briefly topping $100 per barrel this week, and U.S. gasoline prices rising in tandem. Meanwhile, Iran-backed Houthi attacks on Red Sea shipping have further complicated the regional situation. Analysts believe both the U.S. and Iran have the capability to sustain the conflict, which may enter a prolonged phase of attrition. The Trump administration aims to force Iran back to the negotiating table via military pressure, but has not yet found a clear exit strategy.
World Foundation closed a $52.5 million strategic token sale on Friday, selling WLD tokens to a group of venture capital heavyweights led by Pantera Capital, according to a market update from WuBlockchain. The deal comes with a strict one-year lockup on all purchased tokens, a structure designed to remove immediate sell pressure from WLD’s circulating supply. Bain Capital Crypto, Eightco Holdings, Selini Capital, and Susquehanna Crypto also joined the round, bringing together a mix of deep-pocketed funds and quantitative trading firms.
The foundation has stated it will channel the entire sum into expanding World ID, its biometric-based digital identity system. The stated target includes enterprise adoption, consumer verification, and, notably, AI agent authentication—a growing niche that sits at the intersection of decentralized identity and autonomous systems.
The one-year lockup is the defining feature of the raise. By agreeing to keep tokens off exchanges until at least mid-2027, the investors are signaling a long-term view that usually weeds out short-term speculators. For existing WLD holders, the structure caps near-term dilution at a time when altcoin markets remain sensitive to sudden token unlocks. Any large unlock event can trigger cascading sell-offs, so locking tens of millions of dollars’ worth of tokens for twelve months is a deliberate attempt to avoid that pitfall.
Worldcoin has faced heavy criticism over its iris-scanning enrollment process and the potential for biometric data abuse. Investors placing capital with a one-year lockup suggest that some of the most experienced crypto funds are willing to look past those headlines. That doesn’t make the regulatory risk go away, but it shifts the narrative around who is financially exposed to the project’s success. A lockup also gives the foundation time to deliver on product milestones before those tokens ever hit secondary markets.
Venture-style lockups are becoming more common as token projects mature. Instead of open-market liquidity events, foundations are opting for strategic sales with multi-year vesting. This trend mirrors what institutional capital flows into crypto infrastructure have shown across tokenized assets and settlement rails: longer holding periods are increasingly acceptable when the underlying utility is still being built. The World Foundation raise fits that pattern perfectly, exchanging short-term liquidity for a committed investor base.
Still, a one-year lockup is not a permanent fix. When the restriction lifts, the market will face a fresh batch of liquid tokens. Whether those investors choose to sell, stake, or allocate WLD toward ecosystem development will depend on what World ID achieves between now and then. The lockup buys time, but it also concentrates the exit decision into a single future window.
World ID Pushes Into AI Agents Amid Regulatory Fog The foundation’s plan to verify AI agents alongside humans marks a deliberate pivot. World ID was originally tied to a universal basic income experiment that relied on iris-scanning to prove unique personhood. Adding AI agent verification layers on a new use case that could attract enterprise wallets and autonomous systems. But it also drags the project deeper into two heavily scrutinized areas: biometric privacy and uncontrolled AI, both of which are drawing sharp attention from lawmakers.
The timing of the raise coincides with a fierce political fight over crypto regulation in Washington. Banks are attempting to block a landmark crypto bill just four days before a Senate vote, underscoring how unstable the rulebook remains for any project touching financial identity and personal data. World ID sits squarely in that regulatory crossfire, making the raise as much a political signal as a financial one.
On the technology side, the rise of AI agents in Web3 has sparked partnerships that blend decentralized computing with autonomous software. Projects like UXLINK and Origins Network are assembling infrastructure that could eventually rely on verifiable identities for automated digital entities. World ID’s push into AI agent verification attempts to claim that niche before the market gets crowded. The idea is that an enterprise-facing identity layer for AI bots could generate demand far beyond the original consumer app.
What still looks uncertain is whether any government will accept iris-scan databases as a trusted identity standard at scale. Without that regulatory buy-in, enterprise adoption of World ID may stay confined to crypto-native firms and isolated pilot programs. The fresh capital will help build the technology, but the real bottleneck is regulatory and cultural acceptance. Worldcoin’s track record of drawing privacy complaints in multiple countries doesn’t make that path any smoother.
The one-year clock on the token lockup is now running. The same timeline applies to the product roadmap. How many enterprises actually integrate World ID by mid-2027 will determine whether this raise is remembered as a smart conviction play or an illiquid bet on a controversial identity experiment.
AUTHOR
Max delves deep into the cryptocurrency realm, with a passion for altcoins and NFTs. Convinced of crypto's transformative potential, he envisions a decentralized financial future. Max's background in the financial sector grants him unique insights into global monetary systems. In his leisure, Max embraces the thrill of adventures and is an avid sports enthusiast, finding balance and rejuvenation away from work.
World, the online identity-verification venture co-founded by OpenAI CEO Sam Altman, raised $52.5 million through a token sale of Worldcoin (CRYPTO: WLD) on Friday, drawing strategic investors under a 12-month lockup.
Long-Term Bet From Crypto HeavyweightsWorld, operated by Tools for Humanity and led by CEO Alex Blania, verifies users through Orb devices that scan their irises to issue a World ID. The digital identity is designed to distinguish real people from bots online.
What You Should KnowThe token sale follows Grayscale Investments‘ July filing for a spot Worldcoin ETF under ticker “GWLD.”
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock
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Investors in Marvell Technology (MRVL -7.21%) have seen quite the volatility over the past few months. It is currently trending downward and it's is off about 34% from its all-time high, at the time of this writing. However, its current price exceeds where the stock was at the end of May, so this sell-off isn't giving up that many weeks of performance.
The question now is whether Marvell is a smart buy on the dip or if there are better options out there. Let's see if this makes it a buy now, or if investors would be better off sticking with other artificial intelligence (AI) picks.
Image source: The Motley Fool.
Marvell has a bright future, but is it enough? Marvell has two primary business units that investors are fixated on. First is its networking equipment, which helps direct the flow of information around a data center. The second is its custom AI chips, which are designed around workloads that the clients ordering them are seeing. If that sounds like a familiar business analysis, that's because it's similar to Broadcom, which has basically the same business model (with some other offerings as well). That makes it a perfect comparison for Marvell stock.
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Marvell's custom AI chip customers include Microsoft and Amazon, two heavyweights in the cloud computing world. On the flip side, Broadcom claims Alphabet, Meta Platforms, OpenAI, and Anthropic as clients. While the names of these clients are comparable, Broadcom's clients have been more aggressive in ordering custom AI chips, leading to great revenue.
This shows up in projections -- Marvell's aren't nearly as aggressive as Broadcom's. Wall Street analysts expect 41% revenue growth this fiscal year, and 45% next year, with next year's overall revenue totaling $16.7 billion. Analysts expect 66% growth this year and 63% next year for Broadcom, with its revenue reaching $172 billion. That's a major size and performance advantage for Broadcom, yet its stock is valued far lower.
AVGO PE Ratio (Forward); data by YCharts; PE = price to earnings.
So, with Broadcom having much higher expectations, yet trading at a far cheaper price tag, I think investors should be less focused on Marvell Technology and more focused on Broadcom. It's the better stock pick in terms of client base, outlook, and valuation, and easily makes for the better investment.
While Marvell Technology is still a great company and may turn out to be a strong performer, I think it has a long way to go before being comparable to Broadcom.
Keithen Drury has positions in Alphabet, Amazon, Broadcom, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Broadcom, Marvell Technology, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
Monolithic Power Systems is evolving into a rack-level power-management leader for AI-accelerator applications, not just a high-end analog chip supplier. MPWR's Buy rating is justified by a robust Enterprise Data backlog, optics adoption, and a credible path to earnings above consensus, supporting a $1,650 fair value. 2026 revenue is projected at $3.71 billion, driven by at least 85% Enterprise Data growth and 40% Communications growth, with operating margins near 37%.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of DOX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Over the three years leading up to their peak, shares in Nu Holdings (NU -0.53%) skyrocketed 329%. Since hitting that all-time high, however, they have fallen 24% (as of July 23). This drop could have been caused by a number of factors, such as a worry that growth will slow, macroeconomic factors, or a leadership change, all of which weakened market sentiment.
Opportunistic investors will take the time to figure out if this fintech stock is a worthy buy on the dip. Is it time to invest $3,000 in Nu, which will get you about 211 shares at the current price? The evidence is clear on what to do.
Image source: Getty Images.
Driving profitable growth while building a moat One of Nu's notable features is that it continues to report surging growth. During the first quarter (ended March 31), revenue jumped 42% year over year to $5.3 billion. The customer base, now at 135 million, increased 14% compared to Q1 2025.
Additionally, Nu's monthly average revenue per active customer was $15.90 in the first quarter. That figure rose 23% year over year on a currency-neutral basis.
This has propelled profitability for the business. Nu's diluted earnings per share soared 44.9% between 2024 and 2025. And over the following three years, consensus analyst estimates call for this bottom-line figure to grow at a compound annual rate of 35%.
Because the business doesn't operate any physical bank branches, it can run a leaner model that can capture cost advantages as it scales up. What's more, like other banks, Nu's ability to cross-sell financial products can drive higher switching costs for customers. At the end of 2024, the average customer used 4.1 different offerings, with newer cohorts ramping up quickly.
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There's value at today's price The best investors understand that high-quality companies are rare. These investors have also figured out that it's even harder to spot these kinds of opportunities at attractive valuations. That's why now is a great time to invest $3,000 in this fintech stock.
Nu currently trades at a forward price-to-earnings (P/E) ratio of 20.2. The market is offering shares in this company at a small discount to the overall S&P 500 index. This valuation disparity might not last very long.
As mentioned, Nu's growth has been excellent. And there are signs it's building durable competitive advantages. This is clearly a business deserving of a higher forward P/E multiple, which introduces another potential tailwind for investors. Of course, management has to continue executing well.
If you have a holding period of five years, then you should consider buying Nu stock. It's positioned to be a winner.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Nine major Bitcoin institutions have now joined forces to protect the infrastructure behind the asset they collectively depend on. Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy and Strategy have launched the Bitcoin Security Consortium with combined funding commitments of $15 million over the next three years.
The initiative is being coordinated by Brink, the nonprofit supporting Bitcoin’s open-source developers, with Executive Director Mike Schmidt managing the Consortium’s day-to-day work as a volunteer.
Today nine institutions including BlackRock, Fidelity, Coinbase, and Strategy announced the Bitcoin Security Consortium (@BTCconsortium), pledging $15M toward Bitcoin security work over the next three years. I've agreed to help coordinate the group's work as a volunteer.
I said…
— Mike Schmidt (@bitschmidty) July 23, 2026 Why This Matters NowThe launch reflects a major shift in how institutional players view Bitcoin development. For companies holding billions of dollars in Bitcoin exposure, funding the developers responsible for maintaining the network is increasingly becoming a form of risk management.
BlackRock Global Head of Digital Assets Robert Mitchnick said Bitcoin Core developers perform “incredibly important work” and that the group would provide “significant additional funding” for Bitcoin’s long-term security.
The Consortium’s focus is not simply on improving Bitcoin today. It is also preparing for threats that may still be years away.
The Quantum ChallengePost-quantum cryptography has emerged as the group’s main funding priority. Quantum computers capable of breaking Bitcoin’s existing cryptographic protections do not currently exist, but the possibility has become an important long-term concern for the technical community.
The Consortium will support developers and researchers already working on potential solutions rather than decide how Bitcoin itself should evolve.
That distinction is important because the group has no authority over Bitcoin’s protocol.
Funding Without Buying InfluenceThe nine members will not place their pledges into one central pool controlled by the Consortium. Instead, each institution will independently decide where its funding goes, including developers, researchers and organizations supporting Bitcoin’s security.
The Consortium will also take no position on specific protocol upgrades and will not speak on behalf of Bitcoin or its developers.
Its role is therefore closer to a funding and information network than a lobbying organization.
Strive Adds to the Institutional PushThe timing also stands out. One day before the Consortium was announced, Strive, Inc. unveiled its own Bitcoin Stewardship Commitment and directed initial support through Brink.
Strive is not one of the nine founding members, but both announcements point to Brink becoming an increasingly important channel for companies seeking to support Bitcoin’s open-source infrastructure.
What Comes NextThe $15 million pledge signals that Bitcoin security is becoming a boardroom issue. However, the commitment currently covers only three years, while quantum-safe upgrades could require much longer-term funding. The bigger test will be whether these institutions renew their support once the initial pledge period ends.
For now, the Consortium creates a new model for institutional Bitcoin involvement. The companies with the most exposure to Bitcoin are funding the network’s security, while deliberately avoiding direct control over its development.
That balance could become increasingly important as institutional ownership grows and Bitcoin’s future security becomes too financially important to leave entirely to short-term funding cycles.
Story Ends Here
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BitMEX is facing a proposed class action in the Southern District of New York seeking the return of 622.66 BTC over alleged forced liquidations and platform misconduct.
The complaint was filed on July 23, 2026, by BKX Services Inc. and David Namdar against HDR Global Trading Limited, Arthur Hayes, Benjamin Delo, Samuel Reed, and Gregory Dwyer, according to public court-monitoring records and related reports. The case is listed under No. 1:26-cv-06259.
The allegations are serious.
The plaintiffs claim BitMEX operated an internal trading desk that had access to customer data and traded against users, while platform freezes allegedly contributed to forced liquidations. The claim seeks the return of more than 622 BTC, valued at roughly $40.7 million.
The important caveat is equally serious: these are allegations at the complaint stage. Wrongdoing has not been proven.
TL;DR BitMEX faces a proposed class action seeking the return of 622.66 BTC. Plaintiffs allege forced liquidations, platform freezes, and improper internal trading activity. The case is at the complaint stage, and the allegations have not been proven. Why The Case Matters BitMEX is one of the most important names in crypto derivatives history.
Before perpetual futures became a standard part of the crypto trading landscape, BitMEX helped popularize high-leverage Bitcoin derivatives for a global audience. It shaped trading culture, risk appetite, and the growth of offshore crypto leverage.
That history is why lawsuits involving BitMEX still attract attention.
The claims in this case go directly to issues that have followed crypto derivatives platforms for years: exchange transparency, liquidation mechanics, customer data, insurance funds, server outages, and whether platforms have incentives that conflict with users.
Those are not minor complaints. They sit at the heart of trust in leveraged trading venues.
If traders believe an exchange can freeze during volatility, see customer positioning, or benefit from liquidations, the entire market structure becomes suspect.
Again, these allegations still need to be tested in court. But the themes are familiar to anyone who traded crypto derivatives during earlier cycles.
Forced Liquidations Have Always Been A Flashpoint Liquidations are part of leveraged trading.
If a trader borrows too much exposure and the market moves against them, the position can be closed automatically to protect the platform and other participants. That is normal in derivatives markets.
The controversy begins when users believe liquidations were not fair.
Was the matching engine working properly? Were users able to close or add margin? Did the platform freeze during volatility? Did the exchange have internal desks with informational advantages? Were insurance funds managed fairly?
Those are the questions that make forced liquidation cases so emotional.
A trader losing money in a fair liquidation is one thing. A trader believing the platform’s own systems made it impossible to manage risk is another.
The BitMEX complaint appears to sit in that second category.
Internal Trading Desk Allegations Raise The Stakes The claim that an internal trading desk traded against users is especially sensitive.
Crypto exchanges have faced repeated scrutiny over conflicts of interest. In traditional finance, firms are often separated by rules, disclosures, internal controls, and supervision. In crypto, especially in earlier offshore markets, the lines were often less clear.
If an exchange operates a venue, holds customer data, manages liquidations, controls the matching engine, and runs affiliated trading activity, users may worry the playing field is not level.
That is why market structure matters.
Regulated exchanges face restrictions and oversight designed to reduce conflicts. Offshore crypto venues historically operated with fewer clear boundaries. As the industry matures, those older structures are being challenged in courts and by regulators.
The BitMEX case is part of that broader reckoning.
Shutdown Timing Adds Another Layer The reports around the case also point to BitMEX’s planned termination of operations on September 23, 2026.
That timing adds pressure because users, claimants, and counterparties may want clarity before operations end. A wind-down does not automatically resolve legal exposure. It can actually make litigation and creditor questions more urgent.
If users believe assets or claims remain unresolved, they may try to preserve rights before the platform disappears from normal operation.
That is why old exchange disputes can resurface late.
Even when a platform is no longer central to daily trading, its past conduct can remain the subject of claims, especially when large BTC amounts are involved.
Allegations Are Not Findings It is important to keep the legal framing precise.
The plaintiffs have made allegations. The defendants may contest them. The court has not proven wrongdoing. The claim amount, alleged conduct, and case narrative still need to move through legal process.
Crypto coverage often turns complaints into conclusions too quickly. That is risky and unfair.
The correct approach is to report what the complaint alleges, what amount is being sought, who is named, and where the case stands. Anything beyond that needs evidence.
For now, the case is another example of how early crypto market structure disputes continue to echo years later.
BitMEX helped define the offshore derivatives era. Now, claims tied to that era are being tested inside traditional courts.
That contrast says a lot about where crypto has gone: from loosely governed leverage markets to legal fights over exactly how those markets were run.
This article is based on public court-monitoring records and related legal reporting on the proposed BitMEX class action.
This article was written by the News Desk and edited by Samuel Rae.
Sam Altman is well known for leading OpenAI, the disruptive force that created the artificial intelligence (AI) revolution. But he is also a disruptive force as a backer of technologies across a range of industries, most famously at nuclear energy start-up Oklo (OKLO -8.43%). The stock went on a miracle run last year on bullish enthusiasm tied to the power needs of AI data centers, hitting a market cap of around $25 billion in 2025.
Now shares are down 75% in less than a year. Does that mean you should follow Altman and his investment worth hundreds of millions of dollars and buy the dip on Oklo stock?
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Nuclear energy innovation Nuclear energy may be a way to generate electricity for power-hungry AI data centers without raising residential electric bills.
Companies like Oklo are designing small modular reactors that can directly power these data centers, skipping the electric grid. In fact, Oklo aims to build its own nuclear power facilities and operate them for customers such as Meta Platforms, which has signed a large agreement with Oklo.
Such contracts could generate reliable revenue in the billions of dollars year after year for AI data centers. Oklo is currently working with the Department of Energy on a pilot reactor in Idaho to pave the way for this future growth. However, as of this writing, its design has not been fully approved by the Nuclear Regulatory Commission.
Image source: Getty Images.
The truth about Oklo stock The fact that Oklo does not have a working reactor design today means it might be many years -- if not a decade -- before it starts operating its first power plant for a customer like Meta Platforms. Right now, it is generating zero revenue and will generate only a negligible amount from its isotope business for the foreseeable future.
Over the last 12 months, free cash flow was negative $154 million. This figure will only get worse as the business scales up manufacturing. Plus, even after this share price collapse, Oklo still trades at a market cap of $7.6 billion, despite zero revenue. A combination like this is a recipe for massive investor risk. Just because the stock has already fallen 75% does not mean it cannot fall another 75% from here. Avoid buying the dip on Oklo stock today.
Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.
ONDO and LIT are today's largest losers once agian, while ZEC has decisively broken below $500.
After gaining several grand and peaking at $67,000 earlier this week, bitcoin faced an immediate rejection and dipped below $64,000, where it currently struggles.
Most larger-cap alts are also in the red on a daily scale now, with ETH slipping to $1,850, XRP fighting for the $1.10 support, and ZEC dropping by 6%.
BTC Falls to $64K On the surface, the past week appeared quite positive for the primary cryptocurrency given the overall market sentiment. After dipping to $63,750 on Monday, the asset went on a highly successful run and soared to $67,000 on Tuesday evening for the first time in over a month. Some of the reasons behind this jump included renewed ETF net inflows and new purchases from whales.
However, the fragile market state failed to provide more rally support, and BTC went downhill in the following days. It dropped to $64,750 on Thursday, before it jumped by a grand on Friday morning. However, another rejection followed, which is rather typical for Fridays in the past several weeks, and BTC dipped by $2,000 after US President Trump warned the EU about a new set of tariffs.
Bitcoin has been unable to stage a notable recovery since then and remains struggling at around $64,000 as of press time. Its market capitalization has dipped to $1.285 trillion, while its dominance over the altcoins has rebounded slightly to 56.3%.
BTCUSD July 25. Source: TradingView WLD Dumps Worldcoin’s native token is the poorest performer today, plunging by over 10% to $0.34. Interestingly, this major decline comes after the project announced a successful fundraiser for $52.5 million to expand its World ID infrastructure. The other big losers today are ONDO (-7%), LIT (-6.3%), and ZEC (-6%). The privacy coin has dropped further away from the $500 mark.
The larger-cap alts are also in the red, albeit in a 1-2% manner. ETH is below $1,860, XRP is beneath $1.10, SOL is down to $74, while HYPE has slipped to $57. XMR continues to be among the few altcoins charting some gains. A 2.4% jump has pushed it to $365.
The total crypto market cap has lost around $20 billion daily and is down to $2.280 trillion on CG.
Cryptocurrency Market Overview July 25. Source: QuantifyCrypto
Will history repeat in August with another leg down?
Although it was stopped at its monthly peak of $67,000 earlier this week, July has gone quite favorably for the primary cryptocurrency for now, showing a double-digit surge from its early low of under $58,000 to roughly $65,000 as of press time.
However, popular analyst Ali Martinez brought up a painful historical pattern suggesting that the bears are about to return in August.
Good July, Bad August? We know that historical performance rarely translates into successful price predictions. However, BTC’s moves in July have largely aligned with almost all previous Julys. As such, the warning from Martinez should be taken under careful consideration. The analyst noted that investors should “enjoy the current rally,” but stop and take a look at the seasonal trend.
He added that every single August since 2022 has been in the red, which is confirmed by data from CoinGlass. This streak of four consecutive Augusts with retracements brought some violent declines, such as the 14% drop in 2022 and the 11.3% dip a year later.
If we go back further in history, though, we can see that there have been some quite promising exceptions during the eighth month of the year. Back in 2013, BTC rose by 30%, while the 2017 edition brought a massive 65% surge. However, only three out of the last 12 Augusts have been in the green.
Bitcoin Monthly Returns. Source: CoinGlass Weakening Support Fellow analyst Rekt Capital also weighed in on BTC’s performance in July but outlined a different perspective. He acknowledged that the cryptocurrency has risen by double digits (even though his percentage differs from the one on CoinGlass), but argued that it’s a “far cry from previous rebounds.”
This is because even though bitcoin has defended the $60,000 support and now sits at around $65,000, the double-digit price pump in July came after a significantly more painful June, in which the asset tumbled by more than 20%. Consequently, the 11%-14% surge now can’t even offset the previous month’s losses. The analyst determined that this is a clear sign of “progressively weakening support over time.”
You may also like: Here’s Why Bitcoin Dipped Below $64K Today Bitcoin’s Sharpe Ratio Signals an ‘Optimal’ Spot Accumulation Window Analyst: Bitcoin Stuck Near $65K Because Capital Is Flowing to AI #BTC
The upcoming Monthly Candle Close is slowly approaching
And as things stand Bitcoin has only rallied +14.5% from the ~$60k historical demand area
That’s a far cry from previous rebounds which is a sign of progressively weakening support over time$BTC #Crypto #Bitcoin https://t.co/Hu8UEadXjI pic.twitter.com/9K4cgPJQNl
Conservative activist Robby Starbuck landed a major legal victory against Google on Friday as his defamation lawsuit will be able to move forward, according to a Delaware Superior Court ruling.
Last October, Starbuck filed a suit against Google seeking at least $15 million, alleging the company’s artificial intelligence programs defamed him by falsely portraying him as a “monster” to millions of users in the form of “AI hallucinations.”
“The Court views these allegations as sufficient to support a claim for emotional distress damages at this stage in the proceedings, being sufficiently well-pled to proceed to discovery and flesh out the allegations,” Judge Meghan Adams ruled in the court filing.
Starbuck touted the victory towards discovery on social media.
“Was it directed to lie about me due to political bias, as their AI alleged? Was it a rogue programmer? A negligently released product? An executive demanding this? Poisoned training? A political bias operation? We don’t know the answers to those questions yet but in discovery we get to find those answers and depose the people relevant to our case,” Starbuck wrote on X. “Sunlight is the best disinfectant, and it’s about to get bright in here. Discovery means we get to find out what Google knew, who knew it and why they allowed their AI products to continue spreading these horrific lies.”
Robby Starbuck landed a major legal victory against Google on Friday as his defamation lawsuit will be able to move forward. William DeShazer for NY Post Starbuck later wrote, “Google is one of the most powerful companies on earth. It may even be THE most powerful. But today, on July 24th 2026, they failed to shut the courthouse doors on us. In short, David landed a shot on Goliath today. Why? Not because David is so great but because God is and the human pursuit of justice IS righteous. Today is a historic victory and now we’ll prepare to win the rest of this fight, not just for me, but for all of us.”
In a statement to Fox News Digital, Starbuck marveled at the “historic decision.”
“As we enter a time when AI increasingly dominates everything around us, we must ensure that it can’t hurt people. What was done to me should never happen to anyone else,” Starbuck said. “We must draw a line in the sand that the AI being built can’t harm humans whether it’s via defamation or future physical harm. It’s my hope that this case can be the line in the sand. I very much look forward to discovery where we can dive deep on why and how this happened, as well as if any political bias played a role.”
Starbuck filed a suit against Google seeking at least $15 million, alleging the company’s artificial intelligence programs defamed him. GODOFREDO A VASQUEZ/EPA/Shutterstock Google did not immediately respond to a request for comment.
The lawsuit claims Google’s AI platforms – Bard, Gemini and Gemma – have continued to display false statements about Starbuck since 2023, despite multiple cease-and-desist letters. The false statements included claims he had been accused of sexual assault, rape and harassment.
The suit also claims Gemini itself “stated” that its alleged falsehoods about Starbuck were shown to 2,843,917 unique users.
“The breaking point for me was when they accused me of child rape. That was where I was like, ‘We have to just go forward with the lawsuit. They’re clearly not taking this seriously. It’s escalating into something much more serious and crazy,’” Starbuck previously told Fox News Digital.
Starbuck said that the assassination of Turning Point USA founder Charlie Kirk made him realize “some crazy person could believe this stuff,” prompting him to set the record straight.
Fox News’ Brian Flood and Taylor Penley contributed to this report.
Nvidia said it's secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years, and includes the construction of large-scale data centers expected to come online in 2027, Nvidia said.
SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems. Nvidia said it's targeting enough capacity to require 2 gigawatts of power, which indicates a massive buildout with hundreds of thousands of graphics processing units.
Nvidia is aggressively securing supply of high-bandwidth memory, which is essential for its GPUs and systems, as the AI boom has created a global memory shortage. SK Hynix is the leader in HBM production, according to analysts.
"The expansion will include a co-develop opportunity for us on the next-generation SK Hynix AI memory, and this will help us secure a stable supply of HBM memory," Raj Mirpuri, Nvidia enterprise vice president, said on a call with reporters.
The agreement is also a sign that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and massive conglomerates starting to get involved.
The deal was announced at an AI summit in San Francisco with South Korean officials including President Lee Jae Myung.
Nvidia also said Friday that it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs. Nvidia said the project would provide an opportunity for potential customers in South Korea and around the world to secure AI computing capacity before the 200 megawatts of capacity is completed.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month as part of an effort to finance infrastructure developments.
WATCH: South Korea's AI boom is spilling into housing
SK Group and NVIDIA expand strategic collaboration with a $500-billion-plus initiative spanning AI factories and next-generation memory.SK Telecom to build 2-gigawatt NVIDIA Vera Rubin DSX AI Factory to serve global compute demand.NVIDIA and SK hynix establish long-term partnership to secure and codevelop next-generation AI memory, including HBM.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build
Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea.
This cloud will use the NVIDIA® DSX™ platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027.
It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency.
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea.
Accelerating AI Infrastructure at Scale
The SK Telecom and NVIDIA collaboration accelerates the adoption of NVIDIA-powered AI infrastructure and broadens customer access to advanced cloud services. The partnership enables SK Telecom to invest in and expand large-scale AI infrastructure while making capital-intensive AI infrastructure available to a broader range of customers.
Advancing Next-Generation AI Memory
SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure to solidify their previous long-term technical partnership, this agreement allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth.
The two companies will codevelop and optimize next-generation AI memory solutions, including HBM, to meet evolving infrastructure demands ranging from large language model training to agentic AI and physical AI.
“In the AI era, competitiveness depends not just on how effectively AI is utilized, but on how much intelligence we can produce,” said SK Group Chairman Chey Tae-won. “By leveraging SK hynix’s AI memory and SK Telecom’s AI infrastructure capabilities, SK will collaborate with NVIDIA to build a world-class AI factory, helping Korea transcend its role as a leading adopter of AI and become a global hub that drives AI innovation.”
“South Korea has all the ingredients to become a global AI powerhouse — world-class networks and data centers, leadership in chip technology and vast industrial scale,” said Jensen Huang, founder and CEO of NVIDIA. “Together with SK Telecom and SK hynix, we are building a new generation of AI factories that will power Korea’s next wave of growth.”
About SK Group
SK Group, South Korea’s second-largest conglomerate, is a global technology and industrial leader that delivers innovations, products, and services across the Artificial Intelligence, semiconductors, energy, and life sciences ecosystems. Headquartered in Seoul, SK has a diverse portfolio of businesses and investments with over 175 affiliate companies and over 100,000 employees worldwide. http://eng.sk.com
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Randa Hinton
Corporate Communications
NVIDIA Corporation [email protected]
SK hynix Forward-Looking Statements
This press release may contain forward-looking statements, which involve risks and uncertainties. These forward-looking statements concern and are based upon, among other things, SK hynix’s expectations regarding the realization of any potential advantages, benefits and the impact of, and opportunities created by, the above-described partnership. These statements are generally identified words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate” and similar expressions, or the negative of such expressions. Forward-looking statements are not guarantees of future performance and are subject to inherent risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. SK hynix undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.
This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. No part of this press release should form the basis of, or be relied upon in connection with, any contract, commitment, or investment decision.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together with SK Telecom and SK hynix, NVIDIA helping accelerate Korea’s AI infrastructure — building world-class AI factories that turn compute into intelligence, productivity and growth; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s partnership with third parties, including with SK Telecom; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
NAVER, NVIDIA and Brookfield plan to invest in gigawatt-scale, multi-tenant AI cloud infrastructure to power the next generation of AI companies in Korea and the U.S.NAVER and NVIDIA team plan to expand the initial NVIDIA DSX AI factory buildout at GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.NAVER plans to continue its path toward gigawatt-scale sovereign AI infrastructure, deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure for enterprises, industries and government.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt.
Announced during Korea President Jae Myung Lee’s AI Summit visit to San Francisco, the planned 200-megawatt expansion marks a significant acceleration of Korea’s national AI ambitions. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
NVIDIA plans to invest $1 billion into NAVER Corp. Brookfield has entered into a nonbinding term sheet to fund up to $9 billion. NAVER will fund the remaining amounts to finance the project. NVIDIA’s planned investment is subject to customary closing conditions and NAVER finalizing at least $9 billion of committed financing for the project, separate from NVIDIA’s planned investment. The expanded infrastructure will provide Korea- and U.S.-based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.
“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase,” said Haejin Lee, founder and chairman of NAVER. “Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”
“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities,” said Sikander Rashid, global head of AI infrastructure at Brookfield. “As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”
“AI factories are the infrastructure nations need to compete and innovate in the intelligence era,” said Jensen Huang, founder and CEO of NVIDIA. “Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”
Expanding AI Factory Capacity to Fuel AI Innovators
The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. It intends to provide the compute, software and support needed to develop and deploy competitive AI models and applications at scale. As an NVIDIA Cloud Partner, NAVER provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform.
Today’s proposed expansion builds on the June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure to serve Korea’s enterprises, industries, government organizations and global AI cloud customers.
Brookfield Investments Scale AI Infrastructure Deployments
Brookfield has established one of the industry’s leading AI infrastructure investment platforms, with approximately $100 billion of assets under management across the AI infrastructure value chain including data centers, compute, semiconductor manufacturing and dedicated power generation.
The planned NAVER investment will mark another significant milestone in Brookfield’s strategic partnership with NVIDIA. Building on NVIDIA’s participation as a founding partner in the Brookfield Global AI Infrastructure Program, the planned investment combines Brookfield’s capital and AI infrastructure and power expertise with NVIDIA’s accelerated computing platform to support the deployment of large-scale AI factories.
Brookfield has been an active, long-term investor in Korea since establishing a presence in the country in 2014 and currently manages approximately $12 billion of assets across infrastructure, real estate and energy.
NVIDIA DSX Platform Powers Expansion
The NVIDIA DSX platform provides an end-to-end, codesigned stack for AI factories — spanning chips, systems, software, facilities and partner technologies — purpose-built to minimize token cost and accelerate time to first production.
NVIDIA DSX MaxLPS™ software maximizes token throughput per megawatt, while NVIDIA DSX OS™ provides lifecycle management, health automation, resiliency and multi-tenant AI factory management across the expanded infrastructure.
Open Models Accelerate Growth
In addition, the expanded infrastructure builds on NAVER and NVIDIA’s collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.
NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.
About NAVER
Founded in 1999, NAVER is Korea’s largest Internet company and one of the world’s top tech companies. Leading cutting-edge technologies, NAVER operates the No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.
NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.
About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management that owns and operates real assets and essential service businesses that form the backbone of the global economy. We invest on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit—sectors critical to supporting economic growth and productivity. With a heritage spanning more than a century and operations in over 30 countries, we deploy long-term, patient capital to build the foundational assets and businesses that power a more connected, resilient, and sustainable future—seeking to build long-term wealth for our clients while delivering strong risk-adjusted returns for our shareholders.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
NVIDIA Corporation
Corporate Communications [email protected]
NAVER Forward-Looking Statements
This press release contains forward-looking statements regarding the NAVER’s future plans, outlook, and initiatives, as of the date of this release. Actual results and outcomes may differ materially depending on future changes in market conditions and business circumstances.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together, NAVER, Brookfield and NVIDIA building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries; expectations with respect to NVIDIA’s partnership with NAVER and Brookfield; expectations with respect to demand, growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Oracle (ORCL -4.21%) has made a big bet. As one of the leading suppliers of AI computing power, the company is paying billions to stay on top.
Oracle plans to spend upwards of $90 billion on AI infrastructure in fiscal year 2027. About $40 billion of those expenses will be funded through new debt and equity. This level of burn has made investors nervous, and there is one big reason why the company's massive investment in AI might not pay off: state legislation.
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Lawmakers across the country are listening to constituents and pushing back hard on the data center boom. Concerns about constraints on power grids and water supply, as well as surging electricity costs, have made their way into legislation that's being passed quickly.
This has resulted in potential tariffs for tech companies in states like Wisconsin, as well as outright moratoriums in New York and Maine. Fifteen states are considering bans on the development of data centers, but more than 40 states are imposing various regulations.
Image source: The Motley Fool.
This is an obstacle Oracle cannot control through cost-cutting measures. State legislation is a real bottleneck for Oracle that could also become quite costly.
Oracle is slashing costs wherever it can and recently announced layoffs of 21,000 employees. It's estimated that the layoffs could free up to $10 billion in cash. However, this is a drop in the bucket compared to what the company plans to spend and how much it stands to lose if data center pushback becomes even more widespread.
Investors might expect Oracle's growth to slow as a result, and the AI capex it's proposing will be more difficult to justify. Oracle's stock has decreased by 35% in 2026 and by 47% over the past 12 months. Until AI-related companies can come to a compromise with states, current investors should be patient through this rocky period. Those on the sidelines should wait and see how the rules and regulations play out over time.
Catie Hogan has positions in Oracle. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.
SummaryTaiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production.TSM's business model is insulated from AI price wars, with revenue growth driven by physical volume expansion and long-term B2B contracts, not speculative pricing.Geopolitical and macroeconomic risks are systemic, but TSM's diversified customer base and irreplicable human capital provide structural protection versus fabless peers.Even without multiple expansion, TSM's 10–25% annual EPS/revenue growth, minimal debt, and stable dividends make it a core anchor for long-term portfolios. Sundry Photography/iStock Editorial via Getty Images
Taiwan Semiconductor Manufacturing Company (TSM)—a key world manufacturer, without which the physical existence of the products of giants of Silicon Valley is simply impossible. However, the company is valued by the market with a
712 Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
During the Class Period, Roblox and its senior management have assured investors that “safety would be paramount[,]” “building safety into our products has been a huge effort[,]” and “[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]” They have also emphasized that “b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict.”
Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company’s common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.
Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.
Roblox said just 51% of its global DAUs age checked and also said that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Perský záliv je vodní plocha ohraničená osmi zeměmi: Bahrajnem, Íránem, Irákem, Kuvajtem, Katarem, Saúdskou Arábií, Spojenými arabskými emiráty a Ománem. Na stránkách The Conversable Economist to připomíná ekonom Tim Taylor s tím, že některé z těchto zemí jsou nejvýznamnějšími světovými vývozci ropy. Ropné tankery opouštějící Perský záliv přitom musí proplout Hormuzským průlivem. O něm se již pár měsíců často hovoří, ale Taylor se věnuje jiným místům, která jsou také z hlediska mezinárodní dopravy specifická.
Hormuz je „kanálem dlouhým asi 100 mil s přepravními trasami pro velké ropné tankery. Tyto trasy jsou v nejužším místě široké jen asi dvě míle v každém směru. Toto úzké místo hraničí na severu s Íránem a na jihu se SAE a Ománem. Takové úzké zóny mohou způsobovat problémy, a to nejen kvůli ozbrojenému konfliktu.“ Taylor zde připomíná, že třeba v roce 2021 loď Ever Given najela na mělčinu a na šest dní zastavila dopravu v celém Suezském průplavu.
„Přibližně 90 % mezinárodního nákladního obchodu se přepravuje přes oceány. Jaká jsou další hlavní místa, která mohou tento obchod zablokovat? Stephan Maurer, Luke Heath Milsom a Ferdinand Rauch se tomuto tématu věnují v článku „Křehkost globálního obchodního systému“, který vydala London School of Economics,“ píše Taylor a z článku vybírá:
Panamský průplav je nejdůležitější pro americkou ekonomiku. Při jeho zablokování by část lodní dopravy musela plout kolem jižního cípu Jižní Ameriky. Suezský průplav je důležitý pro evropský obchod, protože jinak by bylo nutné lodní dopravu přesměrovat kolem jižního cípu Afriky. Autoři článku také odhadují, že uzavření Suezského průlivu by snížilo celkový HDP Egypta o 8 %. Malacký průliv se nachází mezi Malajsií a Indonésií a v klíčové části je široký jen asi dvě míle. Je nejdůležitější pro mezinárodní lodní obchod Číny. Přitom při jeho uzavření by bylo nutné lodní dopravu mezi Čínou a Indií, Afrikou, Blízkým východem a Evropou přesměrovat dále na východ alternativní trasou, jako je průliv mezi indonéskými ostrovy Sumatra a Jáva.
Autoři se také zabývají možnostmi plynoucími z otevření dvou nových obchodních tras. Pokud by lodě mohly volně proplouvat Severozápadním průplavem přes Severní ledový oceán, bylo by možné přesouvat obchod mezi Atlantským a Tichým oceánem, nebylo by nutné plout Panamským průplavem nebo přes jižní cíp Jižní Ameriky. Navrhovaný průplav u Thajska by byl zase potenciálně rychlejší než Malacký průliv nebo jeho alternativy, ale zároveň by se jednalo o obrovský infrastrukturní projekt.
Taylor vše uzavírá s tím, že v „globální ekonomice s téměř okamžitou komunikací a rychlou leteckou dopravou se někdy může zdát, že na geografických detailech, jako jsou úzké úžiny pro námořní dopravu, až tak nezáleží, což je pravda. Vyjma chvíle, kdy se tyto body uzavřou.“
SAN DIEGO--(BUSINESS WIRE)---- $WIX #Wixcom--Robbins LLP is investigating whether Wix misled investors regarding the competitiveness and performance of its AI offerings.
SummaryLam Research sits 3-4 steps upstream of IREN renting an energized GPU: equipment order, chip/HBM production, accelerator assembly, datacenter deployment, rental.LRCX is a leading indicator for the backdrop IREN is priced against, not for IREN’s execution. That is still valuable - it tells you whether the neocloud multiple is standing on solid demand.Lam Research's July 29, 2026 earnings report is a free, dated, two-week-early read on the single risk that would de-rate IREN’s valuation multiple independent of its execution - an accelerator/HBM overbuild. shapecharge/E+ via Getty Images
Why LRCX leads IREN - and the limit Lam Research (LRCX) sells wafer fab equipment (etch, deposition, HBM through-silicon-via, and advanced-packaging tools). It sits 3-4 steps upstream of IREN (IREN) renting an
KUWAIT CITY, Kuwait--(BUSINESS WIRE)--Kuwait Petroleum Corporation ("KPC"), the state-owned corporation overseeing Kuwait's oil and gas sector, today announced that its wholly owned subsidiary, Kuwait Oil Company (“KOC”), responsible for the exploration, production and transportation of crude oil on behalf of the State of Kuwait, has signed a US$ 16.0 billion lease-and-lease-back agreement involving its entire domestic and export pipeline network with a consortium of international infrastructur.
Kuwait Petroleum Corporation (KPC) has signed a $16 billion deal involving its crude oil pipeline network with a consortium comprising global funds Blackstone , Brookfield and KKR , the state-owned Gulf firm said on Saturday.
NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) -- At the end of the settlement date of July 15, 2026, short interest in 3,836 Nasdaq Global MarketSM securities totaled 18,406,468,581 shares compared with 18,453,725,441 shares in 3,804 Global Market issues reported for the prior settlement date of June 30, 2026. The mid-July short interest represents 3.07 days compared with 2.45 days for the prior reporting period.
Short interest in 1,654 securities on The Nasdaq Capital MarketSM totaled 4,495,814,044 shares at the end of the settlement date of July 15, 2026, compared with 4,227,522,108 shares in 1,657 securities for the previous reporting period. This represents a 1.65 day average daily volume; the previous reporting period’s figure was 1.
In summary, short interest in all 5,490 Nasdaq® securities totaled 22,902,282,625 shares at the July 15, 2026 settlement date, compared with 5,461 issues and 22,681,247,549 shares at the end of the previous reporting period. This is 2.63 days average daily volume, compared with an average of 1.64 days for the prior reporting period.
The open short interest positions reported for each Nasdaq security reflect the total number of shares sold short by all broker/dealers regardless of their exchange affiliations. A short sale is generally understood to mean the sale of a security that the seller does not own or any sale that is consummated by the delivery of a security borrowed by or for the account of the seller.
For more information on Nasdaq Short interest positions, including publication dates, visit
https://www.nasdaq.com/market-activity/quotes/short-interest
or http://www.nasdaqtrader.com/asp/short_interest.asp.
About Nasdaq:
Nasdaq (Nasdaq: NDAQ) is a leading global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. We aspire to deliver world-leading platforms that improve the liquidity, transparency, and integrity of the global economy. Our diverse offering of data, analytics, software, exchange capabilities, and client-centric services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions, and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com.
ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, today released the June 2026 ICE First Look at mortgage delinquency, foreclosure and prepayment trends. The analysis found that early-stage delinquencies remained low as new default activity declined. Notably, new FHA defaults posted their largest annual decline in more than four years. “Overall performanc.
BRENTWOOD, Calif.--(BUSINESS WIRE)--Lauren Ravitz of Berkshire Hathaway HomeServices California Properties is pleased to offer a distinctive, newly built soft contemporary by Yuna Megre and Maria Mikena, an award-winning team with over 40 years of global design experience. Located in Westwood nearby local shops and restaurants, the residence offers clean modern lines, natural textures and a seamless flow between the interior/exterior spaces, which include a backyard oasis with a pool and spa. “.
Taylor Morrison to unify with Berkshire Hathaway's site-built homebuilding operations
, /PRNewswire/ -- Berkshire Hathaway Inc. and Taylor Morrison today announced the completion of Berkshire Hathaway's acquisition of Taylor Morrison for $72.50 per common share in cash, representing a total equity value for Taylor Morrison of approximately $6.8 billion and total enterprise value of approximately $8.5 billion.
Under Berkshire, Taylor Morrison will continue to be led by CEO Sheryl Palmer, who will oversee the integration of Taylor Morrison's portfolio of brands—including Esplanade, Yardly and Taylor Morrison Home Funding—with Berkshire Hathaway's site-built homebuilding operations that comprise Clayton Properties Group, a collection of 15 established regional and local homebuilders. Combined, the integrated operation will serve renters, entry-level, move-up, and resort lifestyle segments.
"Today marks an important step forward as Taylor Morrison joins Berkshire. This best-in-class national homebuilder will lead our vision for a unified site-built homebuilding operation," said Berkshire Hathaway's Chief Executive Officer Greg Abel. "Together, we will help more Americans achieve their dream of homeownership."
"We have always believed in the strength of our business, and today Berkshire Hathaway has confirmed that belief," said Taylor Morrison Chief Executive Officer Sheryl Palmer. "As we enter this new chapter, the scale and reach we gain by unifying with Berkshire and Clayton's regional site-built homebuilders is transformative. We'll now serve more customers, in more markets, with more choices—while maintaining the specialized local expertise that has made us successful. We're thrilled to build upon that success as we scale to create a combined homebuilding platform unlike anything in the industry."
Combined, Taylor Morrison and Clayton Properties Group delivered nearly 23,000 site-built home closings in 2025, operate in 21 states and 52 housing markets, and serve more than 700 communities nationally—positioning the combined business as the fourth largest homebuilding operation in the United States.
Transaction Details
Goldman Sachs & Co. LLC and Moelis & Company LLC served as financial advisors, Simpson Thacher & Bartlett LLP served as legal advisor, Mayer Brown LLP served as financial services regulatory counsel to Taylor Morrison, and Gibson, Dunn & Crutcher LLP and Baker McKenzie LLP served as counsel to Berkshire Hathaway.
About Berkshire Hathaway
Berkshire Hathaway and its subsidiaries engage in diverse business activities including insurance and reinsurance, utilities and energy, freight rail transportation, manufacturing, services and retailing. Common stock of the company is listed on the New York Stock Exchange, trading symbols BRK.A and BRK.B.
About Taylor Morrison
Headquartered in Scottsdale, Arizona, Taylor Morrison is one of the nation's leading community developers and homebuilders. It serves entry-level, move-up, and resort lifestyle homebuyers and renters under its family of brands—including Taylor Morrison, Esplanade, and Yardly. Taylor Morrison has been recognized as America's Most Trusted® Builder by Lifestory Research since 2016, was honored as one of Fortune's World's Most Admired Companies in 2026, and on Forbes' Most Trusted and Best Companies in America lists in 2025.
Contacts:
Berkshire Hathaway
Chuck Chang
(402) 346-1400
Taylor Morrison
Media:
Jaclyn Rygg
(480) 376-0641
[email protected]
James Wynn trimmed his short position in the S&P 500, netting just $45 in profit, and currently holds a short position worth $857,600.
According to monitoring by Onchain Lens, trader James Wynn realized a profit of approximately $45 after closing a portion of his S&P 500 Index short positions. Data shows James Wynn opened 80.44 SP500 short contracts yesterday, valued at around $599,000; he closed 42.19 of them today, worth about $312,600. He currently holds 115.68 SP500 short contracts, valued at roughly $857,600, with an unrealized loss of approximately $192 at present. It is reported that over the past month, James Wynn has been liquidated multiple times due to his SP500 short positions, yet he has continued to add to his short positions. His cumulative historical profit and loss (PnL) stands at a loss of about $23.4 million. The wallet address is 0x5078c2fbea2b2ad61bc840bc023e35fce56bedb6.
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Whale deposits 557,902 $HYPE ($32.87M) from FalconX into Hyperliquid for staking
Another whale received 557,902 $HYPE ($32.87M) from #FalconX and deposited it into Hyperliquid for staking.
4 minutes ago
A crypto whale received 557,902 HYPE tokens from FalconX and deposited them for staking on Hyperliquid.
According to Lookonchain's monitoring, a whale address received 557,902 HYPE tokens from FalconX, currently valued at approximately $32.87 million. Subsequently, the whale deposited all the HYPE tokens into Hyperliquid for staking.
4 minutes ago
A crypto whale deposited $39.2 million worth of assets as collateral on Aave, and has not yet taken out any loans.
According to monitoring by Onchain Lens, a whale address deposited assets worth approximately $39.2 million into Aave over the past four hours and set them as collateral. The address’s current Aave position includes 18,000 ETH (valued at around $3.34 million) and 5.78 million USDC. To date, the address has not borrowed any funds using the collateral, with a lending balance of zero. On-chain data shows the whale address is 0xA92C80B3962F10e063Ad5463f996fe414F0E1F66.
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CNN: After 13 consecutive nights of strikes on Iran, the U.S. military has not announced any new airstrikes targeting Iran.
According to CNN, over the past nearly two weeks, the U.S. Central Command (CENTCOM) has launched strikes against Iran almost daily. However, on Friday (this morning Beijing time), the U.S. military did not announce any strikes against Iran. For the previous 13 consecutive nights, CENTCOM posted on social media that it was targeting military sites inside Iran. No such announcement was issued on Friday evening Eastern Time. It remains unclear whether this means CENTCOM did not conduct military operations against Iran on Friday.
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NVIDIA CEO Jensen Huang met with South Korea's President over a beer, as NVIDIA partners with SK Group on a $500 billion AI initiative.
South Korean President Lee Jae-myung, during his visit to Silicon Valley, held a "beer summit" with global AI leaders, as Samsung Electronics and SK Hynix signed major multi-billion-dollar deals with leading U.S. technology companies. According to South Korea’s Presidential Office Policy Office, local conglomerates have reached agreements with global tech giants including Nvidia for a series of cooperation projects totaling $950 billion. Under the deals, SK Group will supply high-performance semiconductors worth $750 billion to global tech firms including Nvidia, while Samsung Electronics will provide chips worth $200 billion to Broadcom. Nvidia announced this Friday that it will partner with South Korea’s SK Group on an AI initiative valued at over $500 billion, covering large-scale AI data center construction and next-generation memory technology. The plan includes a long-term partnership with SK Hynix, designed to secure next-generation memory supplies for Nvidia and co-develop high-bandwidth memory (HBM) for AI training, AI agents, and physical AI applications. SK Telecom plans to build a 2-gigawatt (GW) AI data center that will use Nvidia’s Vera Rubin chips and SK Hynix’s HBM4 high-bandwidth memory, with the first facility expected to become operational in 2027.
Over the last couple of years, Super Micro Computer (SMCI -3.53%) has dealt with some notable headwinds that have affected perceptions around the company. Specifically, Super Micro delayed filing its annual report due to internal reviews of its accounting practices, and was also at the center of alleged export control violations.
These events created a cloud of scrutiny around governance and operational reliability, even as the business rode broader tailwinds fueled by rising artificial intelligence (AI) infrastructure spending from big tech. Super Micro's preliminary fourth-quarter 2026 update points to meaningful progress underscored by stronger profitability metrics and exceptional order momentum.
Let's explore how the company's turnaround acts as a subtle catalyst for Nvidia (NVDA -1.01%), and break down why smart investors should care.
Image source: The Motley Fool.
What does Super Micro Computer do? Super Micro designs, builds, and sells high-performance servers, storage solutions, and networking equipment for AI data centers. Its systems are a critical layer of the physical infrastructure needed to train and deploy AI models.
The company works closely with Nvidia by integrating the chipmaker's graphics processing units (GPUs) into server platforms and rack-scale solutions. This relationship involves joint co-engineering efforts around power delivery, thermal management, and liquid cooling to support the computational demands of next-generation AI workloads.
By producing turnkey hardware that combines Nvidia's accelerators with its own server architecture, Super Micro helps hyperscalers accelerate deployment timelines and reduces the complexity of building out massive AI clusters.
Analyzing Super Micro's Q4 preliminary results According to the company's preliminary update for the fourth quarter of fiscal 2026 (period ended June 30), Super Micro estimates that its revenue will be near the low end of its previous guidance of between $11 billion and $12.5 billion. While revenue growth may not be as robust as investors would like, management highlighted that gross margin is expected to land between 15% and 17% -- nearly double the guided range of 8.2% to 8.4%.
The biggest surprise from the preliminary results was Super Micro's backlog disclosure. The company reports that it received more than $60 billion of new orders during Q4 alone. The company's margin expansion demonstrates improving operational discipline and the ability to capture higher-value business. Moreover, Super Micro's record backlog provides the company with multi-quarter revenue visibility and underscores sustained customer commitments amid an accelerating AI infrastructure build-out.
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How does Super Micro's growth affect Nvidia? Smart investors understand that Super Micro's momentum is a powerful tailwind for Nvidia. As a leading systems integrator, Super Micro incorporates large volumes of Nvidia GPUs into its servers and racks. This means that when Super Micro reports surging orders, it directly reflects strong demand for AI compute.
In turn, this drives higher sell-through of Nvidia's hardware -- creating a cycle that validates the scale of AI adoption and supports Nvidia's own revenue growth and pricing power.
Lastly, a strong performance from Super Micro signals that the broader AI infrastructure environment remains in expansion mode -- reducing concerns about demand digestion and reinforcing Nvidia's central role as an essential enabler of this growth.
SummaryLamb Weston remains a Buy as its turnaround advances, with normalization and macro improvements supporting future re-rating potential.Q4 FY26 results beat expectations, with net sales of $6.612B and Adj. EBITDA of $1.147B, reflecting operational improvements and cost savings, albeit outweighed by previous pricing adjustments.FY27 guidance is cautious: net sales are up 0–1%, Adj. EBITDA $1.1–1.2B, and FCF at a trough of $380M, reflecting ongoing macro headwinds.Conservative intrinsic value is still above current levels, supporting long-term risk/reward despite near-term consumer and foodservice pressures. junce/iStock Editorial via Getty Images
Introduction The last time I covered Lamb Weston (LW), I reiterated its Buy rating, highlighting the company's turnaround efforts and significant cost-saving initiatives that should help boost their FCF while their pivot was
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LW over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
LOS ANGELES, July 24, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz continues its investigation of GE HealthCare Technologies Inc. (“GE HealthCare” or the “Company”) (NASDAQ: GEHC) on behalf of investors concerning the Company’s possible violations of federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON GE HEALTHCARE TECHNOLOGIES INC. (GEHC), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.
What Is The Investigation About?
On April 29, 2026, GE HealthCare reported its financial results for the first quarter of 2026. Among other items, GE HealthCare reported adjusted earnings per share of $0.99 and cut its full-year 2026 adjusted EPS guidance to a range of $4.80 to $5.00, down from prior guidance of $4.95 to $5.15.
During the associated earnings call, management disclosed “profit performance in the first quarter . . . was impacted by a recall associated with a PDx supplier” and that “[y]ear-over-year margin performance was also impacted by declines in PCS and the PDx supplier issue.”
On this news, the price of GE HealthCare shares declined by $9.01 per share, or 13.2%, to close at $59.49 per share on April 29, 2026.
On July 23, 2026, the Company announced its Chief Financial Officer, Jay Saccaro, will step down from his role, and the Company will appoint an interim CFO while it searches for a permanent replacement.
Contact Us To Participate or Learn More:
If you purchased GE HealthCare securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
The Law Offices of Frank R. Cruz,
2121 Avenue of the Stars, Suite 800,
Century City, California 90067
Call us at: 310-914-5007
Email us at: [email protected]
Visit our website at: www.frankcruzlaw.com.
Follow us for updates on Twitter at twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz
310-914-5007 [email protected]
www.frankcruzlaw.com
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
New community in San Diego County within walking distance of local schools, parks and outdoor recreation is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Townsend, which offers a rare opportunity to own a new townhome in Santee, California.
Townsend at a Glance:
KB Home, one of the largest and most trusted homebuilders in the U.S., today announced the opening of Townsend, which offers a rare opportunity to own a new townhome in Santee, California. Price: From the mid $700,000s Location: Santee, California, at the corner of Mission Gorge Road and Aubrey Glen Drive near Highways 52 and 125 Home type: Three-story paired homes Bedrooms/baths: 3 bedrooms and 2.5 baths School districts: Santee School District Amenities: Planned community open space, turf area, picnic seating and children's playground Townsend is in a central San Diego County location that provides convenient access to Interstate 8, Highway 52 and Highway 125, which connect residents to San Diego International Airport and major employers in Miramar, Sorrento Valley, Kearny Mesa and El Cajon. The community is a short drive to popular beaches and downtown San Diego for world-class shopping, dining and entertainment. Outdoor enthusiasts will also appreciate being minutes from hiking and biking at Mission Trails Regional Park.
The homes at Townsend are designed for contemporary living, with modern kitchens overlooking large great rooms, bedroom suites with walk-in closets, and ample storage space. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"With Townsend, we're bringing beautiful new townhomes to Santee, a highly desirable city in San Diego County. The new community includes a variety of planned on-site amenities and is within walking distance of local schools, parks and outdoor recreation," said Steve Ruffner, Regional General Manager of KB Home's Coastal division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put them in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
Additionally, the homes at Townsend are built to the Insurance Institute for Business & Home Safety®'s (IBHS) highest wildfire resilience standards, incorporating fire-resistant materials and construction methods designed to protect against direct flame contact, radiant heat and wind-driven embers. Features include Class A fire-rated roofs, noncombustible gutters, upgraded windows and doors, ember- and flame-resistant vents, and a 5-foot noncombustible buffer around structures. At the neighborhood level, wildfire risk is further reduced by separating most structures by more than 10 feet and decreasing potential fuels through fire-resistant materials such as all-metal fencing systems.
The Townsend sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583
[email protected]
On July 24, 2026, Synaptics Inc (SYNA) shares fell 3.9% today, closing at $113.00. This decline is notable, especially considering the stock's 52-week range of
Integrated Dual-Clutch Transmission (DCT) system targets motorcycle and four-wheeled vehicle applications above 500 cc Technology improves fuel economy and enhances the riding experience BorgWarner upgrades from key component supplier to systems solution provider , /PRNewswire/ -- BorgWarner has secured a new DCT program with a Chinese motorcycle customer, with start of production planned for the third quarter of 2027. Under the program, BorgWarner will provide a systems solution that includes dual clutches, hydraulic control modules and clutch control software for two-wheeled motorcycles and four-wheeled vehicles with engine displacement above 500 cc.
As the motorcycle industry accelerates its shift toward automatic transmissions, DCT technology is increasingly gaining attention in the market. Compared with automated manual transmission (AMT) and continuously variable transmission (CVT) technologies, DCT offers smoother shifting and higher transmission efficiency, making it particularly suitable for larger-displacement performance motorcycles.
"Passenger car transmission technology provides a strong reference point for the evolution of motorcycle automatic transmissions, and we believe automatic transmission technology will continue to gain momentum in the motorcycle market," said Henk Vanthournout, Vice President of BorgWarner Inc. and President and General Manager, Drivetrain and Morse Systems. "With our proven DCT expertise and systems integration capabilities, BorgWarner is well positioned to support our Chinese motorcycle customer in bringing its DCT solution to production and advancing automatic transmission technology for motorcycle applications."
As a global leader in DCT technology, BorgWarner has delivered nearly 10 million passenger car DCT units, backed by proven engineering expertise and mature manufacturing capabilities. Leveraging this foundation, BorgWarner is well positioned to develop and launch a dedicated motorcycle DCT system that helps enhance the riding experience and improve fuel economy.
This program reflects BorgWarner's evolution from a key component supplier to a system-level solution provider. Through an integrated offering that combines hardware and software, BorgWarner will support the customer's continued growth in China while helping enable its expansion into Europe, North America and other overseas markets.
About BorgWarner
For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.
Forward Looking Statements: This release may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact, contained or incorporated by reference in this release that we expect or anticipate will or may occur in the future regarding our business strategy, goals, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.
You should not place undue reliance on these forward-looking statements, which speak only as of the date of this release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: the possibility that our dual-clutch transmission programs will not achieve its intended benefits; the supply disruptions impacting us or our customers, commodity availability and pricing; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; potential future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the uncertainty surrounding global trade policies, including tariffs and export restrictions, and their impacts on the Company, its customers and its suppliers; the outcome of existing of any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transaction; and the other risks discussed in reports that we file with the Securities and Exchange Commission, including in Item 1A, "Risk Factors" in our most recently-filed Annual Report on Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.
On July 24, 2026, Pegasystems Inc (PEGA) shares rose 3.1% today, closing at $26.84. This price is significantly lower than the stock's 52-week high of $68.10 an
